Pathstone Holdings
XOM icon

Pathstone Holdings’s ExxonMobil XOM Stock Holding History

Pathstone Holdings’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$74M Buy
539,471
+2,854
+0.5% +$427K 0.22% 78
2026
Q1 		$91M Sell
536,617
-5,368
-1% -$783K 0.36% 48
2025
Q4 		$65.2M Buy
541,985
+29,180
+6% +$3.38M 0.25% 57
2025
Q3 		$57.8M Buy
512,805
+2,315
+0.5% +$257K 0.22% 67
2025
Q2 		$52.8M Buy
510,490
+32,121
+7% +$3.43M 0.21% 72
2025
Q1 		$56.4M Buy
478,369
+9,687
+2% +$1.07M 0.24% 71
2024
Q4 		$50.4M Sell
468,682
-17,380
-4% -$2.03M 0.22% 71
2024
Q3 		$57M Buy
486,062
+3,241
+0.7% +$374K 0.25% 71
2024
Q2 		$55.6M Buy
482,821
+55,208
+13% +$6.43M 0.25% 67
2024
Q1 		$49.7M Buy
427,613
+34,170
+9% +$3.58M 0.23% 69
2023
Q4 		$39.4M Buy
+393,443
New +$41.4M 0.21% 77

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Pathstone Holdings's XOM Position: Q2 2026 in Review

Pathstone Holdings increased its ExxonMobil (XOM) stake by 0.53% in Q2 2026, buying an estimated $427K and bringing the position to 539,471 shares worth $74M. The position accounts for 0.22% of the portfolio, ranked #78.

Pathstone Holdings first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $91M in Q1 2026. 4,233 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Pathstone Holdings held 539,471 shares of ExxonMobil worth $74M as of Q2 2026.
  • Pathstone Holdings bought 2,854 ExxonMobil shares in Q2 2026, an estimated $427K.
  • ExxonMobil made up 0.22% of Pathstone Holdings's portfolio in Q2 2026, its #78 holding.
  • Pathstone Holdings first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's ExxonMobil position peaked at $91M in Q1 2026.
  • 4,233 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.